[Buying team or business unit] should [recommended action] by [timeline]. This will result in [outcome ], while avoiding [cost of the problem] created by [problem].
The Problem Statement.
Include who’s impacted, the cost, how it impacts a company-wide goal, and why the problem’s getting worse. Example formats include:
Every [frequency], at least [reach] are affected by [problem], costing us [cost]. If that’s not addressed by [timing] then [it gets worse]. OR:
Despite trying [ failed solution ], our team still can’t [desired outcome] because [problem], which has cost us [cost of problem].
Recommended Approach.
Outline your solution design, how it’s been tested and proven, plus the factors that must be true for the solution to work. Include a short note on how to successfully resource the shift.
The point is to first gain agreement on the approach, agnostic of vendors, while transitioning by sharing “ [ your company ] was found to meet and exceed all requirements.”
A Payoff That Matters.
Here, outline a vivid picture of the before vs. after state for daily users, while showing the time to impact on executive-level metrics:
Required Investment.
Who needs to invest what, by when? List time and people resources needed, with relevant scenarios.
Published on 5th March 2025
